Latest Institutional Transactions on Visa Inc. (V)
This table provides information on the latest institutional transactions involving Visa Inc. (V) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$622K - $756K
|
3.47K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Maj Invest Holding A
|
BUY
|
- |
450+ 150.0% |
$80.6K - $98K
|
750
$231K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.12% |
$537 - $653
|
2.5K
$769K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.55K- 2.1% |
$277K - $337K
|
72.3K
$22.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.54K+ 379.01% |
$1.17M - $1.42M
|
8.26K
$2.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.67KNew |
$300K - $364K
|
1.67K
$515K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$7.88K - $9.58K
|
44
$13.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-32- 1.44% |
$5.73K - $6.97K
|
2.19K
$674K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 23.08% |
$1.5M - $1.83M
|
28K
$8.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
80New |
$14.3K - $17.4K
|
80
$24.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
155+ 0.87% |
$27.8K - $33.7K
|
18K
$5.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-489- 4.62% |
$87.6K - $106K
|
10.1K
$3.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
20KNew |
$3.58M - $4.35M
|
20K
$6.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.2K- 90.89% |
$1.83M - $2.23M
|
1.03K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 50.0% |
$179K - $218K
|
1K
$308K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
100+ 4.01% |
$17.9K - $21.8K
|
2.59K
$798K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
1.02KNew |
$183K - $222K
|
1.02K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-120- 2.06% |
$21.5K - $26.1K
|
5.7K
$1.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-884- 1.8% |
$158K - $192K
|
48.3K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-23.3K- 8.25% |
$4.18M - $5.08M
|
259K
$79.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.2KNew |
$573K - $697K
|
3.2K
$985K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
261+ 4.79% |
$46.8K - $56.8K
|
5.71K
$1.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
1.99KNew |
$357K - $434K
|
1.99K
$613K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.46K- 10.91% |
$620K - $754K
|
28.3K
$8.7M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
49+ 2.34% |
$8.78K - $10.7K
|
2.14K
$658K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
981New |
$176K - $214K
|
981
$302K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
262New |
$46.9K - $57K
|
262
$80.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-37- 44.58% |
$6.63K - $8.05K
|
46
$14.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
19New |
$3.4K - $4.14K
|
19
$5.85K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.14K+ 12.65% |
$383K - $465K
|
19K
$5.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.03KNew |
$184K - $223K
|
1.03K
$315K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-291- 5.03% |
$52.1K - $63.3K
|
5.49K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
97New |
$17.4K - $21.1K
|
97
$29.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
337New |
$60.4K - $73.4K
|
337
$104K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
238New |
$42.6K - $51.8K
|
238
$73.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-11.9KClosed |
$2.14M - $2.6M
|
0
$0
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-567Closed |
$101K - $123K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.98K+ 53.66% |
$1.06M - $1.3M
|
17.1K
$5.27M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
971+ 22.71% |
$172K - $211K
|
5.25K
$1.61M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-6K- 75.17% |
$1.06M - $1.3M
|
1.98K
$610K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.59K- 5.36% |
$281K - $344K
|
28K
$8.61M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.92KNew |
$340K - $417K
|
1.92K
$591K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.44K+ 8.83% |
$787K - $965K
|
54.8K
$16.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-227- 0.22% |
$40.2K - $49.3K
|
104K
$32.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-5K- 20.0% |
$886K - $1.09M
|
20K
$6.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.36K- 26.67% |
$241K - $296K
|
3.74K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
219+ 0.28% |
$38.8K - $47.6K
|
77.9K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.16K- 77.21% |
$737K - $903K
|
1.23K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.7KNew |
$479K - $586K
|
2.7K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-46.9K- 45.92% |
$8.32M - $10.2M
|
55.2K
$17M
|
|